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Nuclear Energy

Nuclear energy supplies constant carbon-free electricity, which has brought it back into favour as data center demand collides with decarbonisation targets. Long build times mean supply responds slowly to a change in sentiment.

61 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
76
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$291M -$6.08M 8 0.8% Reduced
77
First Trust Advisors
First Trust Advisors
Illinois
$285M +$20.5M 9 1.55% Increased
78
Manning & Napier Advisors
Manning & Napier Advisors
New York
$281M +$20.4M 1 1.32% Increased
79
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$281M -$12.3M 1 1.64% Reduced
80
Guggenheim Capital
Guggenheim Capital
Illinois
$277M +$21.3M 14 1% Increased
81
VOYA Investment Management
VOYA Investment Management
Georgia
$276M +$37.1M 11 0.69% Increased
82
Jennison Associates
Jennison Associates
New York
$271M +$123M 5 0.28% Increased
83
Suntrust Banks
Suntrust Banks
Georgia
$271M +$15.7M 11 1.06% Increased
84
Wedge Capital Management
Wedge Capital Management
North Carolina
$269M +$19.5M 5 3.11% Increased
85
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$255M +$7.89M 11 0.76% Increased
86
Lazard Asset Management
Lazard Asset Management
New York
$251M +$74M 5 0.6% Increased
87
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$251M -$7.6M 14 0.37% Reduced
88
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$250M +$243M 1 4.01% New
89
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$248M -$74.7M 9 0.25% Reduced
90
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$245M -$3.04M 13 0.66% Reduced
91
Pzena Investment Management
Pzena Investment Management
New York
$244M -$55.6M 2 1.58% Reduced
92
Credit Suisse
Credit Suisse
Switzerland
$244M -$75.3M 12 0.24% Reduced
93
First Eagle Investment Management
First Eagle Investment Management
New York
$240M +$4.65M 1 0.7% Increased
94
MTB
Mizuho Trust & Banking
Japan
$239M $0 9 1% Maintained
95
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$238M +$12.4M 1 2.63% Increased
96
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$235M -$5.71M 10 0.76% Reduced
97
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$234M -$1.41M 3 3.82% Reduced
98
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$233M -$3.38M 11 0.72% Reduced
99
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$232M -$30.5M 5 0.53% Reduced
100
Horizon Kinetics
Horizon Kinetics
New York
$230M -$8.85M 2 3.16% Reduced